See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,390 | $116,175-80.7% | $93,606-76.1% | $152,861-85.4% |
| Participation rate | 94.1% | 78.0%+16.1pp | 75.8%+18.3pp | 82.4%+11.7pp |
| Annual return | 20.03% | 35.96%-15.9pp | 32.76%-12.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $3,405 | $3,218+5.8% | $2,718+25.3% | $4,762-28.5% |
| Participant deferral / active EE | $6,084 | $4,603+32.2% | $4,069+49.5% | $5,850+4.0% |
| Admin fee / account holder | $580 | $10,748-94.6% | $7,888-92.6% | $11,596-95.0% |